Your trusted tax partner
We’re dedicated to partnering with over 5,000 tax professionals in 46 states to amplify your success, taking your business to new heights.Taxes don’t start or end on April 15th. That’s why Refundo is dedicated to empowering our communities with financial literacy and availability all year long.
An all-in-one tool for your tax office
Meet our powerful platform, a strategic partner, sophisticated software solution and office organizational tool rolled into one, Refundo bundles a bevy of products to propel your tax services forward.
Refundo's Refund Advance is a game changer
The wait is over. Get clients their cash back faster, that means being able to give your clients an advance on all or part of their tax refund. Check out some other perks of Refundo Refund Advance:
- Approval in 15 minutes or less
- Over 70% approval rate
- Available to new clients
Expand your business with Refund Transfer
Land more clients with the option to pay their tax prep fees after their refund arrives. Enjoy the benefits of Refundo Refund Transfer:
- Fully compatible with your favorite leading tax software
- Gain access to our entire marketing library
- Taxpayer pays as little as $44.95
Need help marketing your tax business?
Send our professionally-written text and email marketing campaigns designed to convert potential clients to paying ones.
Get Your Own Branded Tax Website
Leverage SMS Text and Email Marketing
Enjoy Simple Appointment Scheduling
Incoming audit? We're here to help
Our dedicated team of agents can help you manage the audit process from start to finish, so you can focus on tax preparation.
- Tackle audits hassle-free
- Acquire new leads
- Upsell current audited clients
The power of simplicity
With the Refundo Dashboard, you’re always a click away from whatever you need, whenever you need it.
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
Keep your account secure with 2FA (two-factor authentication)
What tax professionals are saying about Refundo
Refundo works seamlessly with your favorite leading tax software. Plus, all of our technology is built in-house so we can create the customized, lightning-fast solutions you need.
Ready to grow your tax business?
Schedule a demo today and join the thousands of tax professionals already using our tools.
General support
For general queries, including partnership opportunities, please email:
Technical and account-related support
Visit our Help Center with technical issues, we’re here to help.